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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,047 | $209,336-56.0% | $197,124-53.3% | $137,256-32.9% |
| Participation rate | 62.5% | 87.3%-24.8pp | 86.7%-24.2pp | 80.0%-17.5pp |
| Annual return | 18.94% | 48.09%-29.1pp | 44.34%-25.4pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,347 | $6,591-79.6% | $6,227-78.4% | $4,156-67.6% |
| Participant deferral / active EE | $6,906 | $9,614-28.2% | $9,135-24.4% | $6,407+7.8% |
| Admin fee / account holder | $594 | $17,308-96.6% | $16,298-96.4% | $12,270-95.2% |